# Centerline Wealth Advisors, LLC

> Centerline Wealth Advisors, LLC is an SEC-registered investment advisory firm in Louisville, KY, registered since 2012, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated February 27, 2026.

- CRD: 164485
- Filed as: CENTERLINE WEALTH ADVISORS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Louisville, KY
- Filing period: October 2026
- Form ADV filing dated: February 27, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/164485
- AdvisorCensus page: https://advisorcensus.com/firm/centerline-wealth-advisors-llc-louisville-ky-164485

## Quick answers

**How is Centerline Wealth Advisors, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Centerline Wealth Advisors, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is Centerline Wealth Advisors, LLC located?**
Centerline Wealth Advisors, LLC's principal office is in Louisville, KY, according to its Form ADV.

**Is Centerline Wealth Advisors, LLC registered with the SEC or a state?**
Centerline Wealth Advisors, LLC is an SEC-registered investment advisory firm, registered since 2012. Status as filed: Approved. CRD 164485.

**How much does Centerline Wealth Advisors, LLC manage?**
Centerline Wealth Advisors, LLC reports $326,036,978 in regulatory assets under management in its Form ADV filing dated February 27, 2026 (100% discretionary).

**How have Centerline Wealth Advisors, LLC's assets and staff changed since 2021?**
In the Form ADV data for Centerline Wealth Advisors, LLC: Regulatory assets under management: $200,415,125 in the October 2021 data and $326,036,978 in the October 2026 data, up 63%. Total employees: 4 in October 2021 and 8 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Centerline Wealth Advisors, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (162); high net worth individuals (97); corporations or other businesses not listed above (7).

**Which custodians does Centerline Wealth Advisors, LLC use?**
Centerline Wealth Advisors, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Centerline Wealth Advisors, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/164485

**Does Centerline Wealth Advisors, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated February 27, 2026 says: "Our firm has a minimum requirement of $1,000,000 in investable assets for opening and maintaining accounts or otherwise engaging us. We reserve the right to waive this asset minimum at our discretion."

**What changed in Centerline Wealth Advisors, LLC's recent Form ADV filings?**
In the March 2026 filing data: Regulatory assets under management went from $293,280,909 to $326,036,978 (+11%). Registered or notice-filed in TN.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated February 27, 2026)

- Account minimum: $1,000,000 (the brochure says it may be waived or negotiated)

> Our firm has a minimum requirement of $1,000,000 in investable assets for opening and maintaining accounts or otherwise engaging us. We reserve the right to waive this asset minimum at our discretion.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $326,036,978
- Discretionary: $325,307,864
- Non-discretionary: $729,114

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 162 | $12,255,988 |
| High net worth individuals | 97 | $300,740,220 |
| Banking or thrift institutions | Not reported | $0 |
| Investment companies | Not reported | $0 |
| Business development companies | Not reported | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | Not reported | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 1 | $729,114 |
| Charitable organizations | Not reported | $0 |
| State or municipal government entities (including government pension plans) | Not reported | $0 |
| Other investment advisers | Not reported | $0 |
| Insurance companies | Not reported | $0 |
| Sovereign wealth funds and foreign official institutions | Not reported | $0 |
| Corporations or other businesses not listed above | 7 | $9,074,518 |
| Other | 1 | $3,237,138 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other

### Firm details
- Registered since: 2012 (14 years)
- Employees: 8 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: IN, KY, LA, TN, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- centerlinewealth.com
- Facebook @CENTERLINEWEALTH
- Instagram @centerlinewealthadvisors
- LinkedIn @10421975
- TikTok @centerline.wealth
- X @CENTERLINEWA
- YouTube @UCHLJaBJO4jvErvdzSaFdE_g

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $200,415,125 | 4 | September 29, 2021 |
| October 2022 | $231,139,543 | 5 | September 27, 2022 |
| October 2023 | $207,812,779 | 7 | September 6, 2023 |
| October 2024 | $260,999,907 | 7 | September 26, 2024 |
| October 2025 | $293,280,909 | 7 | February 7, 2025 |
| October 2026 | $326,036,978 | 8 | February 27, 2026 |

Regulatory assets under management: $200,415,125 in the October 2021 data and $326,036,978 in the October 2026 data, up 63%.
Total employees: 4 in October 2021 and 8 in October 2026.

## Changes in the filing (last 12 months)

### March 2026
- Regulatory assets under management went from $293,280,909 to $326,036,978 (+11%).
- Registered or notice-filed in TN.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Centerline Wealth Advisors, LLC (CRD 164485): Form ADV filing data as of October 2026.